Pfg Advisors Incresed Positions in Q1 2025

Pfg Advisors

  • $1.73 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
3.26K
+ 81.5%
$90.59 - $129.31 $295K - $421K
7.26K $692K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.94K
+ 2.21%
$44.68 - $46.49 $131K - $137K
136K $6.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
268
+ 0.23%
$95.85 - $99.25 $25.7K - $26.6K
116K $11.5M
FANG
Diamondback Energy, Inc.

Energy
1.72K
+ 40.29%
$139.9 - $180.18 $240K - $309K
5.97K $954K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.99K
+ 33.03%
$81.83 - $82.73 $245K - $247K
12K $995K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.99K
+ 16.1%
$76.94 - $78.28 $230K - $234K
21.6K $1.69M
EMGF
Ishares Msci Emerging Markets

ETFs
3.44K
+ 5.94%
$44.18 - $48.23 $152K - $166K
61.3K $2.87M
AGX
Argan Inc

Industrials
2.01K
+ 94.36%
$104.05 - $185.35 $209K - $372K
4.13K $541K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.5K
+ 104.57%
$23.53 - $25.24 $248K - $266K
20.6K $490K
META
Meta Platforms, Inc.

Communication Services
589
+ 8.2%
$576.36 - $736.67 $339K - $434K
7.77K $4.48M
PKW
Invesco Exchange Traded Fd Tr

ETFs
2.13K
+ 100.0%
$109.15 - $120.99 $232K - $257K
4.25K $478K
AMAT
Applied Materials Inc

Technology
1.78K
+ 99.33%
$145.06 - $195.51 $258K - $348K
3.57K $518K
MCD
Mcdonalds Corp

Consumer Cyclical
494
+ 18.14%
$279.74 - $321.29 $138K - $159K
3.22K $1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.29K
+ 5.45%
$114.57 - $118.14 $148K - $153K
25K $2.96M
DFAR
Dimensional ETF Tr Dimensional

ETFs
7.09K
+ 9.48%
$22.35 - $24.52 $159K - $174K
81.9K $1.95M
IMTB
Ishares Tr

ETFs
1.31K
+ 0.85%
$41.91 - $43.46 $54.9K - $56.9K
155K $6.71M
MRK
Merck & Co., Inc.

Healthcare
5.07K
+ 19.08%
$83.01 - $101.02 $421K - $512K
31.7K $2.84M
VBR
Vanguard Small Cap Value ETF

ETFs
2.38K
+ 11.24%
$183.02 - $207.75 $436K - $494K
23.6K $4.39M
T
At&T Inc.

Communication Services
945
+ 3.17%
$21.56 - $28.28 $20.4K - $26.7K
30.8K $871K
CGCP
Capital Group Core Plus Income

ETFs
7.91K
+ 22.94%
$21.94 - $22.64 $174K - $179K
42.4K $951K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
6.8K
+ 26.16%
$23.66 - $24.55 $161K - $167K
32.8K $804K
CI
Cigna Corp

Healthcare
135
+ 5.16%
$274.49 - $329.0 $37.1K - $44.4K
2.75K $904K
CDC
Victory Portfolios Ii Shs Inco

ETFs
1.61K
+ 6.64%
$61.46 - $66.32 $98.6K - $106K
25.8K $1.69M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.6K
+ 25.5%
$104.89 - $113.56 $168K - $181K
7.87K $838K
VNLA
Janus Henderson Short Duration

ETFs
3.19K
+ 4.98%
$48.89 - $49.21 $156K - $157K
67.3K $3.31M
DFIS
Dimensional ETF Tr Dimensional

ETFs
3.87K
+ 7.33%
$23.92 - $26.89 $92.6K - $104K
56.7K $1.47M
GQRE
Flexshares Tr Global Quality R

ETFs
2.15K
+ 5.19%
$54.82 - $59.44 $118K - $128K
43.6K $2.53M
NEE
Nextera Energy Inc

Utilities
2.41K
+ 19.5%
$66.96 - $76.16 $161K - $183K
14.8K $1.05M
MDT
Medtronic PLC

Healthcare
1.47K
+ 55.03%
$79.84 - $94.5 $117K - $139K
4.14K $372K
MWA
Mueller Water Products, Inc.

Industrials
5.12K
+ 53.59%
$21.65 - $28.24 $111K - $145K
14.7K $372K
FNDX
Schwab Fundamental U S Large C

ETFs
6.9K
+ 8.29%
$23.03 - $25.01 $159K - $172K
90.1K $2.13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.89K
+ 12.7%
$29.82 - $30.1 $146K - $147K
43.4K $1.31M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.09K
+ 10.82%
$97.25 - $104.79 $106K - $114K
11.1K $1.15M
DUHP
Dimensional ETF Tr Dimensional

ETFs
6.15K
+ 7.98%
$32.57 - $35.82 $200K - $220K
83.3K $2.76M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.32K
+ 5.44%
$94.87 - $96.11 $126K - $127K
25.6K $2.46M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.83K
+ 8.29%
$48.06 - $53.73 $376K - $421K
102K $4.99M
PM
Philip Morris International Inc.

Consumer Defensive
194
+ 6.5%
$117.15 - $158.79 $22.7K - $30.8K
3.18K $504K
SLV
I Shares Silver Trust

ETFs
439
+ 1.57%
$26.93 - $31.32 $11.8K - $13.7K
28.5K $882K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.24K
+ 9.85%
$22.25 - $23.0 $139K - $143K
69.6K $1.6M
IQV
Iqvia Holdings Inc.

Healthcare
1.5K
+ 24.77%
$176.3 - $209.96 $265K - $316K
7.57K $1.33M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
1.88K
+ 8.85%
N/A
23.2K $1.73M
VST
Vistra Corp.

Utilities
1.5K
+ 86.86%
$108.49 - $191.89 $163K - $288K
3.23K $378K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.55K
+ 8.95%
$90.0 - $96.32 $140K - $150K
18.9K $1.75M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
2.1K
+ 16.89%
$48.13 - $51.78 $101K - $109K
14.5K $739K
NFLX
Netflix Inc

Communication Services
114
+ 17.33%
$828.4 - $1058.6 $94.4K - $121K
772 $719K
PSLV
Sprott Physical Silver Trust

Financial Services
3.6K
+ 7.86%
$9.86 - $11.68 $35.5K - $42.1K
49.4K $573K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
3.15K
+ 3.8%
$48.25 - $52.09 $152K - $164K
85.8K $4.24M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.08K
+ 4.94%
$168.16 - $186.21 $854K - $945K
108K $18.4M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.17K
+ 11.25%
$62.72 - $71.92 $136K - $156K
21.4K $1.35M
Activity Summary
Buys All Purchases 462 New Holdings 38 Increased Positions 424 Sells All Sells 213 Reductions 213 Sold out 0 Options Calls 0 Puts 0
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